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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $427,747 |
Service code 12 · EIN 13-3689044 | Trustee (bank, trust company, or simi... | $157,965 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $62,585 |
HANSON BRIDGETT LLP6 years Service code 29 · EIN 94-1205338 | Legal | $15,179 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.26% | -2.41%-13.9pp | -38.86%+22.6pp | 23.41%-39.7pp |
| Employer contribution / active EE | $8,343 | $7,691+8.5% | $37,756-77.9% | $12,650-34.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |